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Avalara Help Center

Request an exemption certificate from a customer

This article applies to:AvaTax

Ask your customers for certificates that are missing, and ask them to replace certificates that are expired or invalid.

Before you begin


Note: To request certificate images, you need to upgrade your account to ECM Essentials.

Steps

  1. In the Avalara Home page menu, select Exemptions > Customers.
    The Customers page opens.
  2. Find the customer you need a certificate from and click Request a certificate.
  3. Enter the customer's name and email address.
    Text added to the Note field is inserted into the beginning of the request email.
  4. Click Send request.

Customers receive an email containing a secure link and instructions for completing a new exemption certificate.

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